HARRIS COUNTY OPTOMETRIC SOCIETY (EIN 746061076) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1951

Legal Domicile

Principal Officer

CELESTA FERREIRA

Phone

7132438593

Tax Period

2023-01-01 to 2023-12-31

HARRIS COUNTY OPTOMETRIC SOCIETY, founded in 1951, is a micro nonprofit in the Diseases & Disorders sector that reported $54K in total revenue in fiscal year 2023. Expenses of $49K left a modest 10% surplus.

Mission

TO PROMOTE CONTINUED EDUCATION IN THE FIELD OF OPTOMETRY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $54,045

Investment Income $445

Other Revenue $0

TOTAL REVENUE $54,490

Expense Breakdown

Grants Paid $3,015

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $44,451

Other Expenses $46,064

TOTAL EXPENSES $49,079

Year-over-Year Comparison

	2023	2022	Change
Revenue	$54,490	$53,329	+0.0%
Expenses	$49,079	$43,317	+0.1%
Net Income	$5,411	$10,012	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HANNAH BURFIELD	TREASURER	2.00	Officer Director	$0	$0	$0
CELESTA FERREIRA	PRESIDENT	2.00	Officer Director	$0	$0	$0
AMNA MAJEED OD	SECRETARY	2.00	Officer Director	$0	$0	$0
JUSTIN SIMBULAN OD	DIRECTOR	2.00	Director	$0	$0	$0
KELSEA SKIDMORE OD	DIRECTOR	2.00	Director	$0	$0	$0
SYLVIE EL HAGE OD	DIRECTOR	2.00	Director	$0	$0	$0
VISSETT SUN OD	DIRECTOR	2.00	Director	$0	$0	$0
ANITH PILLAI	DIRECTOR	2.00	Director	$0	$0	$0
MARTIN PRATI	DIRECTOR	2.00	Director	$0	$0	$0
BRITTNEY PROBST	DIRECTOR	2.00	Director	$0	$0	$0
LACIE TRUITT	IMMEDIATE PA	2.00	Officer Director	$0	$0	$0
BROOKE VEGAS	VICE PRESIDE	2.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$54,490	$49,079	$112,097	$5,411
2022	$53,329	$43,317	$106,686	$10,012
2021	$47,011	$32,276	$96,674	$14,735
2020	$39,851	$35,149	$81,939	$4,702
2019	$75,133	$53,429	$77,237	$21,704
2018	$59,415	$49,134	$55,533	$10,281

HARRIS COUNTY OPTOMETRIC SOCIETY